See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,916 | $104,251-35.8% | $91,001-26.5% | $147,584-54.7% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 16.90% | 27.06%-10.2pp | 4.60%+12.3pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,338 | $3,116-57.1% | $2,456-45.5% | $4,876-72.6% |
| Participant deferral / active EE | $2,301 | $4,195-45.2% | $3,547-35.1% | $5,439-57.7% |
| Admin fee / account holder | $290 | $8,948-96.8% | $5,417-94.6% | $10,885-97.3% |